Atria Wealth Solutions’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,857
| Closed | -$237K | – | 1597 |
|
|
2025
Q1 | $237K | Sell |
5,857
-5,462
| -48% | -$221K | ﹤0.01% | 1606 |
|
|
2024
Q4 | $450K | Buy |
11,319
+660
| +6% | +$26.3K | ﹤0.01% | 1312 |
|
|
2024
Q3 | $473K | Sell |
10,659
-951
| -8% | -$42.2K | 0.01% | 1268 |
|
|
2024
Q2 | $444K | Buy |
11,610
+5,285
| +84% | +$202K | ﹤0.01% | 1289 |
|
|
2024
Q1 | $244K | Sell |
6,325
-785
| -11% | -$30.3K | ﹤0.01% | 1686 |
|
|
2023
Q4 | $261K | Buy |
+7,110
| New | +$261K | ﹤0.01% | 1587 |
|
|
2023
Q2 | – | Sell |
-15,695
| Closed | -$629K | – | 1901 |
|
|
2023
Q1 | $629K | Buy |
15,695
+5,733
| +58% | +$230K | 0.01% | 1004 |
|
|
2022
Q4 | $418K | Buy |
+9,962
| New | +$418K | 0.01% | 1170 |
|